See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,369 | $117,381-71.6% | $99,443-66.4% | $152,861-78.2% |
| Participation rate | 86.7% | 77.5%+9.1pp | 73.8%+12.8pp | 82.4%+4.2pp |
| Annual return | 22.18% | 31.87%-9.7pp | 30.72%-8.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $138 | $3,013-95.4% | $2,540-94.6% | $4,762-97.1% |
| Participant deferral / active EE | $1,384 | $4,086-66.1% | $3,619-61.8% | $5,850-76.4% |
| Admin fee / account holder | $237 | $7,631-96.9% | $6,250-96.2% | $11,596-98.0% |